|
1
|
Miracle Mile Advisors
Los Angeles,
California
|
$81.5M
|
+$80.2M
|
+1,606,151
|
New
|
|
|
2
|
|
$8.64M
|
+$2.52M
|
+50,502
|
+42%
|
|
|
3
|
Flow Traders U.S.
New York
|
$5.93M
|
+$5.84M
|
+116,948
|
New
|
|
|
4
|
First American Trust
Santa Ana,
California
|
$2.6M
|
+$2.56M
|
+51,224
|
New
|
|
|
5
|
Curated Wealth Partners
El Segundo,
California
|
$2.17M
|
+$53.4K
|
+1,070
|
+3%
|
|
|
6
|
|
$1.82M
|
+$1.79M
|
+35,932
|
New
|
|
|
7
|
Financial Management Network
Mission Viejo,
California
|
$1.22M
|
+$136K
|
+2,727
|
+13%
|
|
|
8
|
Perigon Wealth Management
San Francisco,
California
|
$1.1M
|
+$1.08M
|
+21,710
|
New
|
|
|
9
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.02M
|
+$571K
|
+11,444
|
+131%
|
|
|
10
|
|
$1.02M
|
-$2.9M
|
-58,185
|
-74%
|
|
|
11
|
|
$909K
|
-$202K
|
-4,053
|
-18%
|
|
|
12
|
Planned Solutions
Folsom,
California
|
$568K
|
+$163K
|
+3,273
|
+41%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$250K
|
-$55.9K
|
-1,120
|
-19%
|
|
|
14
|
Magnus Financial Group
New York
|
$228K
|
+$225K
|
+4,501
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$226K
|
+$14.7K
|
+294
|
+7%
|
|
|
16
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$76.1K
|
+$74.9K
|
+1,500
|
New
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$10.4K
|
+$10.2K
|
+205
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$34.4K
|
-693
|
Closed
|
|
